Access and navigate the Portal as a Requester

Access the Portal 
First, sign in to your CDP account. If you are a new contact, you can ask your colleague to invite you as a Team member for your organization. Alternatively, you can register an account and request access to your organization via CDP.

If there is an error loading the Portal, please try hard refreshing your browser by holding Ctrl and clicking reload browser (or Ctrl and F5). If needed, contact your IT team to check for any blockers on the network for the Portal's address.

When you sign in to your Requester account for the first time, you will see a Welcome pop-up introducing CDP’s mission and a tutorial of the platform. Once you have watched the introductory video, you can click through to Continue to tutorial.

The tutorial will walk you through your homepage, show a preview of how to create your Request list, how to track your progress and how to view current and historic responses. Click Next to progress through the tutorial until the end.

Navigate your Requester homepage

Once you have viewed or skipped the tutorial, you will land on your Requester homepage. The homepage consists of the navigation panel on the left-hand side, the phase bar at the top and the Create a list for active cycle button. You can also update your organization details from the Show organization details link at the top.
 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Once you have created a Request list for the current disclosure cycle the homepage will show a KPI bar , requested organization distribution tile, suggested activities, links to webinars, latest guidance, email templates, CDP scores, support contact, links to historical data product reports, and more.  Read more about our tracking and monitoring features in our article here.
 

 

Your Requester navigation bar
The navigation bar on the left-hand side of your Requester homepage consists of the following functions:  
 

• Requester type dropdown. You can also switch to a Requester or Discloser from here. You may have two options if you are a requester and discloser at the same time. 
• Invite Team members. This is where you can invite your colleagues to join the Portal.
• Homepage. This is your organization’s homepage.
• Manage organizations. This is where you can add, edit and remove organizations from your list.
• Engage organizations. This page displays your 2024 Request list, Sample lists, projects and Collections.
• Data and insights. This shows data products, snapshot reports, and your score if available information.
• Notifications. This panel shows the latest updates relating to the disclosure cycle.
• Support and resources. This panel connects you to contact CDP in case you have any questions or concerns. More information on the disclosure cycle is also available on this page.
• Settings. Here is where you can see our account details and log off after using the platform.

Update your organization details
To view and update your organization details, click on the Show organization details from your Requester homepage. You will be able to edit the following details for your organization – the organization logo, website, primary CDP-ACS Industry, Activity, Activity Group and your organization HQ address.

 

 

Once you have updated your organization information, click Save changes at the bottom of the screen.  Please note, you will not be able to edit the organization name and Unique ID fields. If these fields need to be updated, please contact CDP for support

 

For information on contact sharing, please see our article on editing your request list here.

You may also find the following articles useful: 

• Overview of CDP Help Center guidance for Requesters
• Create a Request list from a previous list
• Add organizations to your Request list   

If you have not found the answer you were looking for, please contact our support team through My Support. You will need to be signed in to access this.